AI Copilot Access Control for Agents in BoldDesk
The AI Copilot Access Control feature in BoldDesk allows administrators to manage which agents can use AI Copilot. This includes assigning and revoking access based on organizational needs. AI Copilot helps agents generate responses, improve writing, and perform actions more efficiently. Access is seat-based—organizations purchase a set number of seats and allocate them to specific agents. Each seat is billed per assigned agent.
Prerequisite: Purchase AI Copilot Add-on
To assign AI Copilot, purchase the Copilot add‑on. Learn more on,
- How to Purchase AI Add-ons During Trial Subscription
- How to Purchase AI Copilot Agent in BoldDesk Active Subscription.
Assigning AI Copilot Access to Agents
To assign access:
- Navigate to AI module > AI Copilot > Access Control.
- Click the Assign Agent button to open the dialog box.
- Select the agents you want to assign and click Add.
- Verify the list and click Save to confirm.
Revoking AI Copilot Access from Agents
To revoke access:
- Go to AI module > AI Copilot > Access Control.
- Locate the agent you want to deny access to.
- Click the Remove button.
- In the dialog box, select Yes, remove to confirm.
The visual below illustrates how to add or remove AI Copilot Access for Agents.
Permission Required to Manage Access
To assign or revoke Copilot access, agents should have the Manage AI-Copilot permission assigned to their role. For details on assigning permissions, explore How to Manage Roles and Permissions.
FAQs
Q1: Do I need to purchase Copilot before assigning access?
Yes. Access cannot be assigned without purchasing the Copilot add-on.
Q2: Can I assign Copilot to multiple agents at once?
Yes. Use the Assign Agent option to select multiple agents.
Q3: What happens if I revoke access?
The agent loses Copilot functionality immediately, and the seat becomes available for reassignment.
